2,529 hedge funds and large institutions have $175B invested in Merck in 2019 Q4 according to their latest regulatory filings, with 329 funds opening new positions, 1,003 increasing their positions, 929 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,529
Holders Change
+229
Holders Change %
+9.96%
% of All Funds
49.94%
Holding in Top 10
207
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+10.7%
% of All Funds
4.09%
New
329
Increased
1,003
Reduced
929
Closed
67
Calls
$1.62B
Puts
$1.98B
Net Calls
-$358M
Net Calls Change
-$73.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BMC
2001
Benin Management Corp
Connecticut
$471K +$91.1K +1,048 +24%
LAM
2002
L2 Asset Management
Massachusetts
$471K +$471K +5,431 New
NP
2003
Ninepoint Partners
Ontario, Canada
$469K +$469K +5,402 New
BFPW
2004
BOK Financial Private Wealth
Colorado
$464K -$20.9K -241 -4%
LSC
2005
Lesa Sroufe & Co
Washington
$464K
MIC
2006
Meridian Investment Counsel
California
$464K +$173 +2 +0%
CFA
2007
CWS Financial Advisors
Michigan
$464K +$464K +5,342 New
PWMAG
2008
Pinnacle Wealth Management Advisory Group
New Jersey
$463K +$16K +184 +4%
ACM
2009
Armbruster Capital Management
New York
$462K
EP
2010
Edgestream Partners
New Jersey
$461K -$6.27M -72,302 -93%
RWA
2011
River Wealth Advisors
Pennsylvania
$461K -$67.6K -779 -13%
PO
2012
Private Ocean
California
$461K -$37.1K -427 -7%
TIA
2013
Traphagen Investment Advisors
New Jersey
$461K +$221K +2,548 +92%
PGWM
2014
Parisi Gray Wealth Management
New Jersey
$459K -$14.9K -172 -3%
BWM
2015
BerganKDV Wealth Management
Minnesota
$459K +$91K +1,049 +25%
ZAM
2016
Zevin Asset Management
Massachusetts
$458K +$3.73K +43 +0.8%
S
2017
SimplyRich
California
$457K
CICI
2018
Capital Investment Counsel Inc
North Carolina
$456K +$30.3K +349 +7%
BDWM
2019
Brewin Dolphin Wealth Management
Ireland
$454K
GPA
2020
Garrison Point Advisors
California
$453K -$18.4K -212 -4%
CPC
2021
Cookson Peirce & Co
Pennsylvania
$453K -$2.61K -30 -0.6%
CFA
2022
Capstone Financial Advisors
Illinois
$453K +$11.8K +136 +3%
JFA
2023
JNBA Financial Advisors
Minnesota
$453K +$15K +173 +3%
VC
2024
Veracity Capital
Georgia
$452K +$452K +5,212 New
RBC
2025
Roble Belko & Company
Pennsylvania
$451K